Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
Powertech Technology (PTI) is preparing to move its fan-out panel-level packaging (FOPLP) technology into mass production by mid-2027. AMD and Broadcom are backing demand, and most...
Smartwatch shipments are expected to continue rising faster than broader IT hardware in 2026, even as smartphones and notebook PCs see weaker growth due to higher memory costs. For...
Moody's has sharply raised its forecast for South Korea's 2026 economic growth to 3.5%, saying the country's semiconductor boom and export strength will last longer than expected and...
Anthropic is preparing for an initial public offering (IPO) and plans to tell investors its total addressable market exceeds US$30 trillion, according to people familiar with the matter...
Proton said its vehicle sales rose 38.7% in the first seven months of 2026, as the Malaysian automaker highlighted new electrification and connected mobility technologies at GATE 2026...
Taiwan's government said it will raise electricity supply capacity as it responds to rising demand from AI and industry. The comments came on August 26 at the opening of the 2026 New...
Weltrend Semiconductor said first-half 2026 revenue rose 28% from a year earlier to a record for the period, with growth driven almost entirely by cooling demand tied to AI data center...
The competition to develop glass substrates for artificial intelligence (AI) semiconductor packaging is intensifying, with Japanese and South Korean manufacturers pursuing different...
For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
Nvidia has guided a full year in advance for the first time, and the number it chose is not a demand forecast. Chief financial officer Colette Kress told the company's second-quarter...
The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
